SAM
DSL

Synergy Asset Management’s DoubleLine Income Solutions Fund DSL Stock Holding History

Synergy Asset Management’s Portfolio DSL Stock Details DSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,000
Closed -$13K – 251
2024
Q4 		$13K Buy
+1,000
New +$12.7K ﹤0.01% 422

Other funds holding DSL

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LWM
LeConte Wealth Management Maryville, Tennessee $155M AUM 18.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Synergy Asset Management's DSL Position: Q1 2025 in Review

Synergy Asset Management sold out of DoubleLine Income Solutions Fund (DSL) in Q1 2025, closing a stake of 1,000 shares — an estimated $13K sold.

Synergy Asset Management first reported a position in DSL in Q4 2024 and held it in 1 quarter. The position peaked at $13K in Q4 2024. 178 funds tracked by Wall St. Rank hold DSL as of Q1 2025.

  • Synergy Asset Management reported no remaining DoubleLine Income Solutions Fund position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 1,000 DoubleLine Income Solutions Fund shares in Q1 2025, an estimated $13K.
  • Synergy Asset Management first reported a position in DoubleLine Income Solutions Fund in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's DoubleLine Income Solutions Fund position peaked at $13K in Q4 2024.
  • 178 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.